Automatic Emails

Automatic Emails are used to manage all communication with participants in your 360-degree feedback project.

Instead of sending emails manually, you configure and schedule emails in advance, and the system delivers them automatically based on your settings.

How Automatic Emails Work

Automatic Emails are:

• Configured within your project
• Scheduled to send on specific dates
• Sent automatically to the appropriate participants
• Triggered based on participant status (e.g., completed or not completed)

Once set up, the system handles delivery without further manual action.

Types of Automatic Emails

Panoramic Feedback includes several types of automatic emails, each serving a different purpose:

Subject Emails

Sent only to subjects (those receiving feedback)

• Subject Catalyst
• Subject Reminder
• Subject Address Correction

Responder Emails

Sent to responders (including self, if applicable)

• Responder Pre-Announcement
• Responder Catalyst (invitation)
• Responder Reminder

Report Emails

Used to deliver results

• Automatic Report

How Automatic Emails Fit Into Your Workflow

Automatic Emails are typically set up after participants have been added.

A common sequence is:

1. Configure email types and content
2. Schedule key emails (Pre-Announcement, Catalyst, Reminders)
3. Activate emails
4. Monitor delivery and response progress

This allows your project to run smoothly with minimal manual intervention.

What You Can Do on This Page

In the Automatic Emails section, you can:

• Create and manage different email types
• Set send dates and schedules
• Customize email content
• Activate or deactivate emails

This gives you full control over how communication is handled.

Tips for Using Automatic Emails

• Set up all required emails before launching your project
• Review email content carefully before activation
• Schedule reminders in advance to maintain momentum
• Use a Pre-Announcement email to prepare participants (optional)
• Ensure all participant email addresses are accurate

Important Considerations

• Emails are only sent if they are active and properly scheduled
• Changes to participants may affect who receives emails
• Incorrect email setup can delay or prevent communication
• Always review your email schedule before launch

Related Pages

• Emails Overview
• Sending Invitations
• Sending Reminders
• Monitoring Email Performance